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Hedge Funds Similar to BTC

13F Portfolio OverlapQ2 2026BTC portfolio →
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Most similar hedge funds by 13F overlap

BTC Capital Management, Inc. is an institutional investor managing $1.6B across 207 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to BTC are Evansbrook, WEDGEWOOD INVESTORS, GLOBALT Investments / GA, with shared positions in $STX, $MS, $PH, $CRWD, $NEE, $WFC. The full ranking of 25 similar funds is below.

#1Evansbrook LLCActive
Notable overlap · 9 shared positions
$STX$MS$PH$CRWD$NEE$WFC
$168M
127 positions
#2WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 6 shared positions
$STX$PH$DE$NSC$ETN$MAR
$97M
110 positions
#3GLOBALT Investments LLC / GAActive
Some overlap · 7 shared positions
$MS$TJX$STT$ETN$GILD$STX
$3.0B
213 positions
#4CHILTON INVESTMENT CO INC.Active
Some overlap · 6 shared positions
$MS$PH$DE$ETN$APH$ORLY
$4.2B
299 positions
#5LAFFER TENGLER INVESTMENTS, INC.Passive
Some overlap · 6 shared positions
$TJX$STLD$CRWD$NEE$DE$PLD
$782M
179 positions
#6LORD, ABBETT & CO. LLCPassive
Some overlap · 7 shared positions
$MS$PH$APH$STLD$WFC$NEE
$34.9B
558 positions
#7WealthShield Partners, LLCPassive
Some overlap · 5 shared positions
$CRWD$TJX$PH$ETN$APH
$654M
379 positions
#8Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$CRWD$MS$TJX$ETN$NEE
$1.6B
184 positions
#9FERGUSON WELLMAN CAPITAL MANAGEMENT, INCActive
Some overlap · 6 shared positions
$PH$TJX$MS$ETN$WFC$STT
$8.2B
442 positions
#10HOWE & RUSLING INCPassive
Some overlap · 5 shared positions
$MS$CRWD$TJX$NEE$APH
$1.7B
479 positions
#11NEW VERNON INVESTMENT MANAGEMENT LLCActive
Some overlap · 6 shared positions
$MS$TJX$ORLY$UNM$MAR$ETN
$82M
37 positions
#12Aventura Private Wealth, LLCPassive
Some overlap · 7 shared positions
$MS$CRWD$WFC$STX$ETN$TJX
$326M
986 positions
#13NIXON PEABODY TRUST COActive
Some overlap · 5 shared positions
$MS$TJX$DE$ETN$NEE
$1.4B
177 positions
#14Hartford Funds Management Co LLCSmart money
Some overlap · 6 shared positions
$GILD$MS$ETN$WFC$PH$MAR
$1.3B
98 positions
#15PAYDEN & RYGELPassive
Some overlap · 5 shared positions
$MS$TJX$GILD$ETN$PLD
$1.3B
131 positions
#16WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 6 shared positions
$STX$TJX$NEE$MAR$DE$ETN
$1.3B
73 positions
#17Flagstone Financial ManagementSmart money
Some overlap · 6 shared positions
$STX$DE$ETN$WFC$GILD$NEE
$447M
77 positions
#18BURLING WEALTH PARTNERS, LLCPassive
Some overlap · 6 shared positions
$TJX$ETN$NEE$APH$PLD$ORLY
$683M
180 positions
#19Texas Capital Bank Wealth Management Services IncActive
Some overlap · 5 shared positions
$MS$DE$TJX$NEE$APH
$1.9B
349 positions
#20FORBES J M & CO LLPActive
Some overlap · 6 shared positions
$TJX$ETN$NEE$APH$PLD$ORLY
$1.3B
159 positions
#21Baird Financial Group, Inc.Passive
Some overlap · 5 shared positions
$TJX$PH$FAST$ORLY$WFC
$72.7B
1,924 positions
#22Elite Life Management LLCActive
Some overlap · 5 shared positions
$CRWD$PH$ETN$APH$NEE
$85M
61 positions
#23Cedar Point Capital Partners, LLCActive
Some overlap · 5 shared positions
$CRWD$DE$NEE$STT$WFC
$174M
77 positions
#24BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$TJX$MS$FAST$NEE$APH
$499M
73 positions
#25Harold Davidson & Associates Inc.Active
Some overlap · 5 shared positions
$CRWD$TJX$NSC$MAR$WFC
$231M
59 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.